- First Horizon Bank (Miami, FL)
- …involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach ... during special deposit/loan campaigns. + Assist client with loan application for personal / retail consumer needs and "handing off" the processing of these… more
- PNC (Aventura, FL)
- …respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banker organization, you will ... and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to… more
- Citigroup (Miami, FL)
- The Personal Banker SAFE Act is an entry...+ 0-2 years of relevant experience + Previous banking, retail , or sales experience preferred + Knowledge of ... level position responsible for the assistance in the execution of sales , products or service activities in coordination with the customer service team. The overall… more
- BMO Financial Group (Apollo Beach, FL)
- …solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking, retail investments, ... risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending...sales role, with a drive to deliver a personal customer experience. + Passionate commitment to helping our… more
- Citigroup (Fort Lauderdale, FL)
- …clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals ... The Head Universal Banker is a leadership role responsible for providing...payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also… more
- Citigroup (Miami Beach, FL)
- The Universal Banker is an entry level position responsible for the assistance in the execution of sales , products or service activities in coordination with the ... foster relations with customers to build loyalty and to help increase sales to individual consumer clients. **Responsibilities:** + Assist in basic account opening… more
- PNC (Bradenton, FL)
- …have an opportunity to contribute to the company's success. As a full-time Regional Banker /Teller member, you will engage in proactive sales and customer service ... activities including teller transactions, selling bank products and developing referral opportunities. You will be...to support multiple branches in PNC's West Central Florida Retail Market. **Job Description** + Manages the customer experience… more
- Truist (Bal Harbour, FL)
- …financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank ... affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- Truist (Doral, FL)
- …unique needs. 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and ... service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with… more
- Truist (Miami, FL)
- …fee-based services to existing and prospective clients with $75MM to $500MM in annual sales . Leverage the CCB Industry & Advisory teams as appropriate to create the ... optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate...change from time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and… more